Analyst Ming-Chi Kuo recently said that Apple will continue to diversify its supply chain and may expand MacBook production to Thailand in the future. Kuo said that Apple plans to increase shipments to the US from other overseas bases in the next 3-5 years (about 25-30% or more of global shipments), but it is unclear whether this will include products that will be assembled in Thailand. MacBook computer. Apple's longtime MacBook supplier Quanta Computer has been expanding its operations in Thailand over the past few years.
In the past few years, the supply chain of Apple products has expanded to factories in India and Vietnam.
In addition, analyst Ming-Chi Kuo also said that according to Apple's plan, India's Tata Group may cooperate with Pegatron or Wistron in the future to develop the iPhone assembly business. More than 80 percent of the iPhones Foxconn currently produces in India are to meet its domestic demand. Potential cooperation between Tata Group and Pegatron or Wistron could accelerate the increase in the proportion of iPhone production at overseas bases.
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